See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,479 | $169,032-69.5% | $129,207-60.2% | $145,922-64.7% |
| Participation rate | 28.6% | 76.4%-47.9pp | 69.6%-41.0pp | 80.3%-51.7pp |
| Annual return | 8.54% | 14330.11%-14321.6pp | 9417.33%-9408.8pp | 561.29%-552.7pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,671 | $4,987-66.5% | $4,168-59.9% | $6,688-75.0% |
| Admin fee / account holder | $3,877 | $9,954-61.1% | $7,715-49.7% | $13,397-71.1% |